| Roble, Belko & Company, Inc | 16 | $0 | 0.00% | −328−95.3% | Reduced |
| Ogorek Anthony Joseph | 13 | $0 | 0.00% | −209−94.1% | Reduced |
| Bollard Group LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $31 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 4 | $57 | 0.00% | −264−98.5% | Reduced |
| Cheviot Value Management, LLC | 5 | $73 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 7 | $114 | 0.00% | −90−92.8% | Reduced |
| FWL Investment Management, LLC | 8 | $130 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 9 | $146 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $162 | 0.00% | −104−91.2% | Reduced |
| Hurley Capital, LLC | 10 | $162 | 0.00% | +10 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 12 | $195 | 0.00% | +12 | New |
| Scarborough Advisors, LLC | 18 | $292 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 18 | $293 | 0.00% | +18 | New |
| New Millennium Group LLC | 19 | $308 | 0.00% | +19 | New |
| United Community Bank | 19 | $308 | 0.00% | +19 | New |
| Kilter Group LLC | 19 | $309 | 0.00% | −20−51.3% | Reduced |
| Quaker Wealth Management, LLC | 20 | $325 | 0.00% | −18−47.4% | Reduced |
| Cape Investment Advisory, Inc. | 20 | $325 | 0.00% | −17−45.9% | Reduced |
| Stone House Investment Management, LLC | 21 | $341 | 0.00% | +21 | New |
| Quest 10 Wealth Builders, Inc. | 22 | $355 | 0.00% | −31−58.5% | Reduced |
| American Capital Advisory, LLC | 23 | $374 | 0.00% | −38−62.3% | Reduced |
| Essential Partners LLC | 26 | $422 | 0.00% | +26 | New |
| Activest Wealth Management | 27 | $438 | 0.00% | −236−89.7% | Reduced |
| Heartwood Wealth Advisors LLC | 30 | $487 | 0.00% | +30 | New |
| Sellwood Investment Partners LLC | 32 | $519 | 0.00% | +32 | New |
| Barrett & Company, Inc. | 33 | $536 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 33 | $536 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 34 | $552 | 0.00% | +2+6.3% | Added |
| DecisionPoint Financial, LLC | 37 | $587 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 37 | $601 | 0.00% | +37 | New |
| Retirement Wealth Solutions LLC | 37 | $601 | 0.00% | +37 | New |
| Winnow Wealth LLC | 41 | $697 | 0.00% | +41 | New |
| Beaird Harris Wealth Management, LLC | 44 | $715 | 0.00% | −170−79.4% | Reduced |
| Avalon Trust Co | 46 | $747 | 0.00% | −704−93.9% | Reduced |
| Trifecta Capital Advisors, LLC | 50 | $812 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 51 | $827 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 52 | $847 | 0.00% | +1+2.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 56 | $909 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $941 | 0.00% | +58 | New |
| Delta Asset Management LLC | 60 | $974 | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 60 | $974 | 0.00% | +60 | New |
| Coston, McIsaac & Partners | 122 | $1.00K | 0.00% | +122 | New |
| Marshall & Sterling Wealth Advisors Inc. | 62 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 65 | $1.05K | 0.00% | +31+91.2% | Added |
| Key Financial Inc | 68 | $1.08K | 0.00% | +20+41.7% | Added |
| Asset Dedication, LLC | 74 | $1.20K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 76 | $1.23K | 0.00% | +6+8.6% | Added |
| Tompkins Financial Corp | 80 | $1.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $1.44K | 0.00% | −433−83.1% | Reduced |
| Guerra Advisors Inc | 90 | $1.46K | 0.00% | +90 | New |
| Barnes Dennig Private Wealth Management LLC | 95 | $1.54K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 95 | $1.54K | 0.00% | +95 | New |
| Bartlett & Co. Wealth Management LLC | 95 | $1.55K | 0.00% | −8−7.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 75 | $1.55K | 0.00% | +6+8.7% | Added |
| Bullock Wealth Management Group | 101 | $1.60K | 0.00% | +59+140.5% | Added |
| S&T Bank | 99 | $1.61K | 0.00% | +99 | New |
| Clark Wealth Partners | 94 | $1.62K | 0.00% | −2−2.1% | Reduced |
| Anfield Capital Management, LLC | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $1.62K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $1.62K | 0.00% | +100 | New |
| Addison Advisors LLC | 102 | $1.66K | 0.00% | −204−66.7% | Reduced |
| First Command Advisory Services, Inc. | 105 | $1.70K | 0.00% | −168−61.5% | Reduced |
| WPG Advisers, LLC | 109 | $1.77K | 0.00% | −321−74.7% | Reduced |
| PFS Partners, LLC | 109 | $1.77K | 0.00% | +109 | New |
| Financial Network Wealth Advisors LLC | 111 | $1.80K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 117 | $1.90K | 0.00% | −78−40.0% | Reduced |
| Penserra Capital Management LLC | 171 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 110 | $2.00K | 0.00% | +19+20.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 124 | $2.01K | 0.00% | +124 | New |
| CBIZ Investment Advisory Services, LLC | 126 | $2.04K | 0.00% | +56+80.0% | Added |
| Nemes Rush Group LLC | 130 | $2.12K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 151 | $2.45K | 0.00% | +151 | New |
| Whittier Trust Co of Nevada Inc | 164 | $2.59K | 0.00% | −10−5.7% | Reduced |
| Horrell Capital Management, Inc. | 160 | $2.60K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $2.60K | 0.00% | +160 | New |
| Hughes Financial Services, LLC | 166 | $2.78K | 0.00% | −86−34.1% | Reduced |
| Aventura Private Wealth, LLC | 177 | $2.87K | 0.00% | −3,138−94.7% | Reduced |
| Turning Point Benefit Group, Inc. | 183 | $2.90K | 0.00% | +183 | New |
| Evelyn Partners Investment Management Services Ltd | 184 | $2.99K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 186 | $3.02K | 0.00% | +186 | New |
| Frazier Financial Advisors, LLC | 200 | $3.25K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 201 | $3.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 214 | $3.47K | 0.00% | +46+27.4% | Added |
| West Branch Capital LLC | 215 | $3.49K | 0.00% | −36−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 223 | $3.62K | 0.00% | −382−63.1% | Reduced |
| Binnacle Investments Inc | 227 | $3.68K | 0.00% | −5,264−95.9% | Reduced |
| Family Legacy Financial Solutions, LLC | 240 | $3.90K | 0.00% | −213−47.0% | Reduced |
| Fortitude Family Office, LLC | 244 | $3.96K | 0.00% | +120+96.8% | Added |
| Hemington Wealth Management | 300 | $4.00K | 0.00% | −227−43.1% | Reduced |
| Rakuten Securities, Inc. | 247 | $4.01K | 0.00% | −155−38.6% | Reduced |
| Palisade Asset Management, LLC | 248 | $4.03K | 0.00% | +248 | New |
| MB, Levis & Associates, LLC | 258 | $4.19K | 0.00% | +3+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 266 | $4.32K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 273 | $4.43K | 0.00% | −1,251−82.1% | Reduced |
| Westside Investment Management, Inc. | 294 | $4.66K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 297 | $4.82K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 298 | $4.84K | 0.00% | −10−3.2% | Reduced |
| Investors Research Corp | 302 | $4.90K | 0.00% | 00.0% | Unchanged |
